Sherman Wealth Management
JBND icon

Sherman Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Sherman Wealth Management’s Portfolio JBND Stock Details JBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.98M Sell
58,210
-28,556
-33% -$1.5M 2.11% 11
2026
Q2 		$4.64M Buy
86,766
+8,002
+10% +$428K 3.49% 6
2026
Q1 		$4.24M Buy
78,764
+18,153
+30% +$983K 3.64% 6
2025
Q4 		$3.28M Buy
+60,611
New +$3.29M 2.85% 7

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Sherman Wealth Management's JBND Position: Q3 2026 in Review

Sherman Wealth Management reduced its JPMorgan Active Bond ETF (JBND) stake by 33% in Q3 2026, selling an estimated $1.5M and leaving 58,210 shares worth $2.98M. The position accounts for 2.11% of the portfolio, ranked #11.

Sherman Wealth Management first reported a position in JBND in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.64M in Q2 2026. 303 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Sherman Wealth Management held 58,210 shares of JPMorgan Active Bond ETF worth $2.98M as of Q3 2026.
  • Sherman Wealth Management sold 28,556 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $1.5M.
  • JPMorgan Active Bond ETF made up 2.11% of Sherman Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Sherman Wealth Management first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Sherman Wealth Management's JPMorgan Active Bond ETF position peaked at $4.64M in Q2 2026.
  • 303 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Sherman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.